requests only; other inquiries won't receive a response). Regular or Temporary: Regular Language Fluency: English (Required) Work Shift: 1st shift (United States of America) Please review the following job description: Build and maintain professional rapport with clients, vendor and teammates by providing superior internal and external service support.
Work as a supportive member of the sales and service teams. ESSENTIAL DUTIES AND RESPONSIBILITIES Following is a summary of the essential functions for this job. Other duties may be performed, both major and minor, which are not mentioned below. Specific activities may change from time to time.1. Process new and renewal business within
timelines and quality standards, including updating and maintaining information in the client management system.2. Escalate issues of increased complexity, according to department standards, to the applicable internal contact.3.
Provide clients with timely information including plan information, rates, contributions, and carrier contacts.4. Set up policy notebooks for delivery to client; assemble proposals and other presentations for client and prospect meetings.5. Address and resolve client questions and issues.6. Assist in preparation of new and renewal proposals; stewardship reports; service plans; comparisons, and demonstrates creativity in presentation style.7. Support service and
production team in reaching overall agency revenue and retention goals.8.
Maintain daily client processing functions such as endorsements, policies, audits, pending cancellations, ID cards.9. Assist with all aspects of marketing, as needed.10. Take report and monitor claims (if applicable).11. Document member and client communications in the client management services tool according to department standards.12. Prepare presentations, spreadsheets, direct bill, accounting discrepancies and other communications based on the needs of the internal team and clients.13. Assist clients with claims resolution.14. Participate in company sponsored seminars, training workshops and webinars to enhance industry knowledge and education.15.
Other duties and responsibilities assigned by management. QUALIFICATIONS Required Qualifications: The requirements listed below are representative of the knowledge, skill and/or ability required. Reasonable accommodations may be made to enable individuals with disabilities to perform the essential functions.1. Assignment based primarily upon the individual's minimal level of experience and production capacity to service a midsize book of business2. High school diploma or equivalent3. Demonstrated proficiency in computer applications such as Microsoft Office Suite4.
Demonstrate strong organizational and project skills5. Strong communication and interpersonal skills (written and verbal)6. Act with responsiveness, urgency and professionalism in all matters7. Prioritize work to achieve timely completion of the most critical and sensitive activities8. Respond quickly to client requests and work to provide appropriate information Preferred Qualifications: 1. 2-3 years of insurance experience2. LOB designations3. College or advanced degree General Description of Available Benefits for Eligible Employees of Truist Financial Corporation: All regular teammates (not temporary or contingent workers) working 20 hours or more per week are eligible for benefits, though eligibility for specific benefits may be determined by the division of Truist offering the position.
Truist offers medical, dental, vision, life insurance, disability, accidental death and dismemberment, tax-preferred savings accounts, and a 401k plan to teammates. Teammates also receive no less than 10 days of vacation (prorated based on date of hire and by full-time or part-time status) during their first year of employment, along with 10 sick days (also prorated), and paid holidays.
For more details on Truist's generous benefit plans, please visit our Benefits site. Depending on the position and division, this job may also be eligible for Truist's defined benefit pension plan, restricted stock units, and/or a deferred compensation plan. As you advance through the hiring process, you will also learn more about the specific benefits available for any non-temporary position for which you apply, based on full-time or part-time status, position, and division of work. Mc Griff Insurance Services supports a diverse workforce and is an Equal Opportunity Employer that does not discriminate against individuals on the basis of race, gender, color, religion, citizenship or national origin, age, interactionual orientation, gender identity, disability, veteran status or other classification protected by law.
Mc Griff Insurance Services is a Drug Free Workplace. EEO is the Law Pay Transparency Nondiscrimination Provision E-Verify PDN-9abb990f-7dfe-4830-87ce-eb93d3b9c26b
estate transactions. Underwrites transactions of varying complexity (generally carry total bank commitments " TCE" up to $30MM). Completes annual reviews, performs financial statement analysis and completes global debt service calculations. Essential Job Functions: Underwrites business banking and commercial department loan requests with total credit exposure (TCE) up to $30MM.
Performs annual reviews, financial spreads and global debt service calculations. Ensures loan requests are underwritten consistently and in accordance with the Bank's credit policies, procedures and standards. Manages assigned credit transactions, ensuring the loan requests are handled efficiently
and processed in a timely manner, consistent with the Bank's standards. Communicates with lenders, credit officers and management regarding specifics concerning approved and declined loans.
Tracks, monitors, and reports activity on loan applications and decisions, including maintaining a record of loan applications received and booked. Maintains the independence of the underwriting function and the recommendation of the initial credit risk rating. Regularly exercises discretion and judgment in the performance of essential job functions. Maintains good punctuality and attendance to work. Follows Bank policy, procedures and guidelines. Knowledge, Skills & Abilities: Knowledge of
general financial and banking principles. Knowledge of bank regulations related to the Office of Foreign Asset Control, the Bank Secrecy Act, the Anti-Money Laundering Act, and the USA PATRIOT Act.
Ability to communicate effective both verbally and in writing. Ability to demonstrate strong credit skills. Ability to demonstrate effective customer service skills. Ability to maintain confidentiality. Ability to demonstrate attention to detail, accuracy and thoroughness in work product. Ability to maintain focus and concentration in a fast-paced environment. Ability to work evenings and weekends as necessary. Skill in using computer and Microsoft Office, including Word, Excel and Outlook.
Equipment Used in Job Performance/Working Environment: Computer Telephone Multi-function device Major Job Demands (Physical/Mental): Decision-making Problem-solving Note: This description is not an exhaustive list of all job functions, duties, skills and job standards required. Other job functions, duties, skills, and standards may be added. Management reserves the right to add or change the job requirements at any time. Position Requirements: Basic Qualifications: Bachelor degree in related field, or commensurate work experience, required. Minimum of one (1) year of credit underwriting, financial analysis/management and/or lending work experience required, preferably including: commercial and industrial; owner-occupied commercial real estate; accounts receivable/inventory; and commercial and residential 'For Sale' and 'Income' properties.
Formal commercial credit training either from a bank management training program or external provider, such as RMA or Omega, preferred. Bank OZK is an equal opportunity employer and give consideration for employment to qualified applicants without regard to race, color, religion, interaction, national origin, age, interactionual orientation, gender identity, disability status, protected veteran status, or any other characteristic protected by federal, state, and local law.
Member FDIC.
with a risk. The above information is used by our client companies to determine whether a risk meets the carrier's eligibility requirements. Inspectors are the " eyes" for the insurance underwriter, who is generally in another area and confined to an office.
Inspectors set their own hours and work schedules in which they organize to accommodate the needs of our clients. Insurance Inspector Independent Contractor Qualifications: Be an energetic individual capable of completing a high volume of insurance inspections. Be motivated, analytical, resourceful, decisive, and have good problem-solving skills. Have solid written, composition and verbal communication skills. Have a strong
desire to succeed and work independently with limited direction & guidance. Be self-disciplined, organized, and able to manage an aggressive workload and have the ability to prioritize and schedule inspections timely and efficiently.
Not necessary but a plus: VIITA Certification, previous experience in construction/plumbing/electrical industries, life safety/firefighting, general contracting, or property management. Insurance Inspector Technical Requirements: A Microsoft Windows based PC Windows 10 Google Chrome or Edge and Microsoft Internet Explorer 11 Adobe Acrobat Reader Broadband internet connection Digital camera or smart phone capable of interfacing with your PC Color inkjet or
laser printer Reliable, insured transportation and valid driver's license A measuring wheel, monopod, and a clipboard.
If you meet the above criteria, please submit your resume, accompanied by a short, but precise, cover letter explaining why you feel you are suited for this position. Candidates are subject to criminal background checks. If you meet our qualifications, you will be contacted immediately.
